ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,944 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,307,171 | -3.5% | 77,430 | +1.2% | 4.37% | -0.5% |
| Q2 2023 | $20,007,047 | +22.1% | 76,515 | +16.8% | 4.39% | +2.9% |
| Q1 2023 | $16,390,362 | -9.7% | 65,520 | -12.7% | 4.27% | -4.5% |
| Q4 2022 | $18,154,150 | +35.7% | 75,051 | +0.9% | 4.47% | +22.6% |
| Q3 2022 | $13,383,000 | -19.6% | 74,347 | +1.1% | 3.64% | -15.3% |
| Q2 2022 | $16,637,000 | -14.0% | 73,541 | +2.0% | 4.30% | -5.1% |
| Q1 2022 | $19,337,000 | -6.8% | 72,065 | -1.7% | 4.53% | -7.6% |
| Q4 2021 | $20,753,000 | +9.8% | 73,313 | +2.1% | 4.91% | -2.6% |
| Q3 2021 | $18,894,000 | +0.1% | 71,823 | +2.3% | 5.04% | -1.6% |
| Q2 2021 | $18,868,000 | +4.9% | 70,212 | +1.6% | 5.12% | -47.7% |
| Q1 2021 | $17,992,000 | +14.4% | 69,128 | +1.0% | 9.78% | +81.7% |
| Q4 2020 | $15,730,000 | – | 68,444 | – | 5.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HBC Financial Services, PLLC | 154,686 | $38,571 | 28.94% |
| Holland Advisory Services, Inc. | 74,919 | $18,680,950 | 23.75% |
| LVZ, Inc. | 483,808 | $120,637,490 | 19.46% |
| Leonard Rickey Investment Advisors P.L.L.C. | 231,062 | $57,615,301 | 18.85% |
| Chandler Asset Management, Inc. | 307,779 | $76,744,682 | 18.62% |
| New England Professional Planning Group Inc. | 120,234 | $29,982,832 | 18.57% |
| Harbor Group, Inc. | 128,160 | $31,956,794 | 18.00% |
| Investments & Financial Planning, LLC | 77,046 | $19,211,497 | 17.13% |
| Platt Investment Counsel, LLC | 53,509 | $13,342,407 | 15.92% |
| TRUEFG, LLC | 147,396 | $36,753,145 | 15.90% |